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Updated August 6, 2024
Trade Confirmations
Trade confirmations are available within 1 business day of a trade being filled. You can view tax documents by entering the secure custodian portal available on the app through Profile > Settings > Access Secure Portal.
Once inside the secure portal, navigate to Performance & Reports > Trade Confirmations. Select the time period for which you would like to view trade confirmation reports to get a list of all trade confirmations within the given timeframe.
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